KFI

Key Financial Inc Portfolio holdings

AUM $541M
1-Year Est. Return 14.01%
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.5M
AUM Growth
-$9.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1 +$6.58M
2 +$2.5M
3 +$670K
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$484K
5
HD icon
Home Depot
HD
+$461K

Sector Composition

1 Technology 14.09%
2 Healthcare 13.24%
3 Communication Services 10.55%
4 Financials 6.9%
5 Consumer Discretionary 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$0 ﹤0.01%
+20
727
$0 ﹤0.01%
+17
728
$0 ﹤0.01%
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729
$0 ﹤0.01%
+4
730
$0 ﹤0.01%
+79
731
$0 ﹤0.01%
+40
732
$0 ﹤0.01%
+64
733
$0 ﹤0.01%
+25
734
$0 ﹤0.01%
+8
735
$0 ﹤0.01%
+9
736
$0 ﹤0.01%
+4